Evaluation and design of retirement plans—such as 401(k), 403(b), and other qualified plans—to align with organizational goals, workforce needs, and participation objectives.
Fiduciary Governance and Oversight
Support for fiduciary responsibilities, including plan governance structures, documentation, and ongoing monitoring to help mitigate risk and ensure prudent decision-making.
Investment Due Diligence and Monitoring
Independent analysis, selection, and ongoing review of investment options to ensure they remain appropriate, competitive, and aligned with participant best interests.
Vendor and Fee Benchmarking
Objective evaluation of recordkeepers, custodians, TPAs, and service providers, with fee benchmarking and negotiation to promote transparency and cost efficiency.
Participant Education and Engagement
Clear, practical education designed to help employees understand their retirement plans, make informed decisions, and improve participation and savings outcomes.
Plan Reviews and Ongoing Advisory Support
Regular plan reviews, proactive recommendations, and responsive support to ensure the plan evolves as regulations, markets, and organizational needs change.
Plan Transitions & Implementation Support
End-to-end guidance for plan changes, provider transitions, or new plan implementations to ensure a smooth, well-managed process.
